A detailed history of Concurrent Investment Advisors, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 41,563 shares of FDVV stock, worth $2.09 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
41,563
Previous 17,679 135.1%
Holding current value
$2.09 Million
Previous $827 Million 154.56%
% of portfolio
0.06%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$46.26 - $50.65 $1.1 Million - $1.21 Million
23,884 Added 135.1%
41,563 $2.11 Billion
Q2 2024

Jul 30, 2024

SELL
$43.48 - $47.63 $204,573 - $224,099
-4,705 Reduced 21.02%
17,679 $827 Million
Q1 2024

May 07, 2024

SELL
$41.93 - $45.31 $111,869 - $120,887
-2,668 Reduced 10.65%
22,384 $1.01 Billion
Q4 2023

Apr 15, 2024

BUY
$37.1 - $42.49 $929,429 - $1.06 Million
25,052 New
25,052 $1.06 Billion

Others Institutions Holding FDVV

About FIDELITY HIGH DIVIDEND ETF


  • Ticker FDVV
  • Sector ETFs
  • Industry ETFs
More about FDVV
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.